Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$72K Buy
+15,132
New +$72K ﹤0.01% 2603
2023
Q4
Sell
-227
Closed -$1.74K 4014
2023
Q3
$1.74K Sell
227
-1,294
-85% -$9.9K ﹤0.01% 3664
2023
Q2
$16.5K Hold
1,521
﹤0.01% 3042
2023
Q1
$14.3K Buy
+1,521
New +$14.3K ﹤0.01% 3139
2022
Q4
Sell
-50
Closed -$1K 4159
2022
Q3
$1K Sell
50
-131
-72% -$2.62K ﹤0.01% 3927
2022
Q2
$4K Buy
181
+146
+417% +$3.23K ﹤0.01% 3620
2022
Q1
$1K Hold
35
﹤0.01% 3908
2021
Q4
$1K Buy
+35
New +$1K ﹤0.01% 3944
2021
Q3
Sell
-12
Closed 4061
2021
Q2
$0 Buy
+12
New ﹤0.01% 3989
2020
Q1
Sell
-2,108
Closed -$36K 3635
2019
Q4
$36K Buy
+2,108
New +$36K ﹤0.01% 2605
2018
Q1
Sell
-4,980
Closed -$33K 3622
2017
Q4
$33K Buy
+4,980
New +$33K ﹤0.01% 2763